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Appleton Partners Inc

Q1 2023 Holdings

Filed 2023-04-10 | 295 holdings | $90.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Fortive Corp(FTV)CS34959J108$3425,0100.0%
Philip Morris International in(PM)CS718172109$3423,5160.0%
Schwab Fundamental U.S. Small(FNDA)ETF808524763$3507,2000.0%
Industrial Select Sector Spdr(XLI)ETF81369Y704$3563,5200.0%
Target Corp(TGT)CS87612E106$3562,1490.0%
Travelers COS Inc(TRV)CS89417E109$3672,1410.0%
Illumina Inc(ILMN)CS452327109$3691,5850.0%
Sportradar Holding AG(SRAD)CSH8088L103$37031,8510.0%
Trane Technologies PLC(TT)CSG8994E103$3742,0330.0%
Comcast Corp(CMCSA)CS20030N101$3799,9850.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$3945,9000.0%
Eversource Energy(ES)CS30040W108$4025,1410.0%
Emerson Electric Co(EMR)CS291011104$4084,6820.0%
Church & Dwight Co Inc(CHD)CS171340102$4094,6230.0%
YUM China Holdings Inc(YUMC)CS98850P109$4116,4800.0%
General Electric Co(GE)CS369604301$4114,3020.0%
Chubb LTD(CB)CSH1467J104$4132,1250.0%
Prudential Financial Inc(PRU)CS744320102$4165,0280.0%
Ishares Msci USA MIN VOL Facto(USMV)ETF46429B697$4205,7780.0%
Ishares Trust Ishares ESG Awar(ESGD)ETF46435G516$4245,9000.0%
Domino's Pizza Inc(DPZ)CS25754A201$4261,2920.0%
Goldman Sachs Just US Large CA(JUST)ETF381430396$4297,3080.0%
Southern Co(SO)CS842587107$4316,1890.0%
Schwab US Broad Market ETF(SCHB)ETF808524102$4379,1420.0%
Vanguard Small-Cap ETF(VB)ETF922908751$4402,3190.0%
RLI Corp(RLI)CS749607107$4413,3150.0%
Ishares Core S&P Small-Cap ETF(IJR)ETF464287804$4434,5810.0%
WEC Energy Group Inc(WEC)CS92939U106$4544,7920.0%
First Trust Nasdaq Clean Edge(QCLN)ETF33733E500$4588,7770.0%
Kimberly-Clark Corp(KMB)CS494368103$4583,4090.0%
Berkshire Hathaway Inc(BRK/A)CS084670108$46610.0%
AIR Products and Chemicals Inc(APD)CS009158106$4661,6240.0%
Ishares Msci Global MIN VOL FA(ACWV)ETF464286525$4845,0000.0%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$4871,0620.0%
3M Co(MMM)CS88579Y101$4874,6320.0%
Ishares Core U.S. Aggregate BO(AGG)ETF464287226$4924,9390.0%
Vanguard ESG US Stock ETF(ESGV)ETF921910733$5006,9730.0%
Linde PLC(LIN)CSG5494J103$5201,4920.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$5202,5480.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$5203,7980.0%
Schwab Fundamental Internation(FNDF)ETF808524755$52816,8890.0%
Consumer Staples Select Sector(XLP)ETF81369Y308$5317,1130.0%
Genuine Parts Co(GPC)CS372460105$5463,2660.0%
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$5626,1740.0%
Waste Management Inc(WM)CS94106L109$5733,5100.0%
Silvercrest Asset Management G(SAMG)CS828359109$57531,6500.0%
Invitation Homes Inc(INVH)CS46187W107$57718,4850.0%
Nike Inc(NKE)CS654106103$5814,7380.0%
Salesforce Inc(CRM)CS79466L302$5832,9160.0%
Vanguard Dividend Appreciation(VIG)ETF921908844$5883,8200.0%
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